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Portfolio management services

Significant assets? Let the experts manage them!

With Desjardins Private Management's discretionary investment portfolio service, you can entrust the management of your assets to professionals and benefit from the expertise of an experienced team.

  • Assistance and made-to-measure management for you and your loved ones according to your needs and requirements
  • Active yet prudent strategic management based on sound diversification of your assets according to your investment profile and priorities
  • Family account: your loved ones can also benefit from an offer customized to their individual needs and financial objectives

Learn more - Private management

Internal management and external partners.

Designed by our experts to enable you to achieve your financial goals in keeping with your priorities, your financial situation, and your risk tolerance.

Our program gives you access to a selection of top portfolio managers whose services are often retained by institutions and the very wealthy.

Learn more - Full-service brokerage